Create Shipments

There are two ways to create a shipment/load. Each option has a different starting point. Option 1 starts with an order on the DVU Platform, and Option 2 starts inside the TMS.

Both options lead to the TMS, which is where DVU users manage and configure transport settings (e.g. add tariffs, assign a carrier, manage appointments, etc.).

Below is a summary of the two options.

1. Start on the DVU Platform

1. Create an order.

2. Click Create Delivery for outbound shipments or Create Pickup for inbound shipments. DVU automatically moves the shipment/load to the TMS.

3. Verify the order.

4. Configure settings inside the TMS environment.

2. Start inside the TMS

1. Select the shipment type (i.e. pickup, delivery, move, or return) or start with a pending quote.

2. Assign and verify order(s) and/or equipment.

3. Configure settings inside the TMS environment.

Workflow

Both options bring the DVU user to the TMS workflow. The diagram below shows the minimum number of steps in the TMS delivery or pickup workflow. The level of detail required at each step (e.g. the number of data fields to fill in) varies with the customer’s environment (e.g. managed or unmanaged freight) and commitment to best practices.

Template pages

Go to the pages listed below (at a minimum) and enter or confirm the following information:

Pending Quotes module > quote record

• General page - enter origin and destination; add rates and carrier information.

• Advanced page - select a driver and equipment, confirm rates, add carrier quote.

• Commodities page - enter units and weights.

• Charge Codes page - confirm manual input charges, add values to fields.

Rate Tariffs module

• General page - create/update rate type and FSC.

• Table Detail page - update the relevant Rate Tariffs table, including FSC and CWT rates if applicable.

Accounts module

• Charge Fees page - create/enter rates.

• Charge Codes page - create/configure codes

Carriers module

• Charge Codes page - create/configure codes (if applicable).

Other items

• Make sure the Business Partner records are up to date. That includes a record for each Account, Carrier, and Customer.

• Update commissions paid to your sales reps, if applicable.

Next step

Open the TMS shipment record and start filling in fields on the General page.